Is HWM a good stock to buy? We came across a bullish thesis on Howmet Aerospace Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on HWM. Howmet Aerospace Inc.’s share was trading at $246.55 as of June 8th. HWM’s trailing and forward P/E were 57.85 and 50.25 respectively according to Yahoo Finance.
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Howmet Aerospace Inc. (HWM) is positioned as a leading supplier to the aerospace and defense industries, benefiting from rising global geopolitical tensions, increasing defense budgets, and sustained long-term demand for commercial aircraft and jet engine components. The company manufactures highly engineered products for aircraft engines, fastening systems, aerospace structures, and defense applications, giving it strong exposure to some of the most durable and strategically important segments of the industrial economy.
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Recent instability in the Middle East, including disruptions tied to the Strait of Hormuz and attacks on regional energy infrastructure, has increased market volatility and investor concerns around global oil transport and economic growth. However, the broader thesis argues that these geopolitical disruptions are creating attractive entry points into high-quality defense-related equities such as Howmet Aerospace.
While the broader market could experience a temporary 5% to 10% correction amid uncertainty, HWM is viewed as well-positioned to outperform due to its direct leverage to defense spending and aerospace production cycles. The company stands to benefit from elevated military procurement, continued modernization of defense systems, and growing demand for fuel-efficient aircraft and next-generation jet engines. At the same time, stable economic activity and resilient aerospace demand continue to support long-term industry fundamentals despite macroeconomic pressures.
The thesis highlights that if oil transport disruptions ease, broader equities may rebound sharply, while defense-oriented companies like Howmet Aerospace could continue benefiting from heightened geopolitical risks. Overall, HWM is presented as a compelling long-term investment opportunity and an attractive defense stock to accumulate during market pullbacks.
Previously, we covered a bullish thesis on TransDigm Group Incorporated by Summit Stocks in May 2025, which highlighted the company’s dominant aftermarket aerospace model, pricing power, and acquisition-driven growth strategy. TDG’s stock price has depreciated by approximately 14.15% since our coverage. @MoneyShow shares a similar view but emphasizes on Howmet Aerospace Inc.’s defense exposure, geopolitical tailwinds, and long-term aerospace demand supported by military modernization and aircraft production growth.
Howmet Aerospace Inc. is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 75 hedge fund portfolios held HWM at the end of the first quarter which was 71 in the previous quarter. While we acknowledge the risk and potential of HWM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than HWM and that has 10,000% upside potential, check out our report about this cheapest AI stock.
Disclosure: None.
